Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,363 | $138,102-92.5% | $125,381-91.7% | $134,532-92.3% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,089 | $5,245-79.2% | $4,815-77.4% | $4,741-77.0% |
| Participant deferral / active EE | $3,552 | $7,801-54.5% | $7,448-52.3% | $6,401-44.5% |
| Admin fee / account holder | $65 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |